Episode #80: “It Is Possible That We’re in the Middle of a Period in Which Gold Becomes the New Frankincense” Guest: Claude Erb. Claude is a retired managing director, TCW Group Inc., Los Angeles, who coauthored “The Golden Dilemma,” which examined gold’s role…
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Just a quick note to say “thank you.” As most of you know, a common measuring stick in our industry for a company’s size and capability is “assets under management” (AUM). In the past few days, Cambria passed a significant AUM milestone – we crossed…
Episode #79: “I Would Not Be Surprised at All to See a Multi-Day 5%-15% Decline” Guest: Jason Goepfert. After attending the University of Minnesota with a concentration in Finance and Economics, Jason helped build the online brokerage operations of a major U.S. bank…
[View the story “Tweets of the Week” on Storify]
Episode #78: “If You’re Going to Be an Angel Investor… You Have to Be Devoting Significant Time to It” Guest: Alex Rubalcava. Alex is a co-founder of Stage Venture Partners. Before Stage, he managed a small hedge fund, later turned family office,…
[View the story “Tweets of the Week” on Storify]
Episode #77: “In Order to Find Something Genuinely Undervalued…There’s Always Something that You Don’t Like” Guest: Tobias Carlisle. Toby is the founder and portfolio manager of Carbon Beach Asset Management. Carbon Beach pursues a deep value, contrarian, Grahamite investment strategy. Toby has extensive experience in activist investment, company valuation, public company…
Episode #76: “Nothing in My Global Outlook is Telling Me It’s Time to Pull Up the Anchor and Set Sail” Guest: Phil DeMuth. Phil is Managing Director at Conservative Wealth Management. A psychologist and investment advisor, Phil has written for the Wall Street Journal,…
